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· · 来源:tutorial头条

“The pricing reflects both the scale of their ambitions and the market’s cautious stance on the amount of debt likely coming to the capital markets in 2026 and 2027,” the Janus Henderson authors noted. “In short, while debt is a more attractive financing source for hyperscalers, and credit investors remain willing to fund the AI revolution through numerous vehicles, relative compensation is required.”

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Also participating are Andrew Baker, the national security adviser to the vice president, and Michael Vance, the special adviser to the vice president for Asian affairs.

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孙亮,专栏作家,多年从业经验,致力于为读者提供专业、客观的行业解读。

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